7517 S. McClintock Dr. Suite 105
Tempe, AZ 85283
Administrative Associate
425-218-2755
becky@summitfinancialsolutions.com
Prizm Wealth Management
(480) 404-9259
(480) 307-6422
billgoodman@prizmwm.com
Wealth Manager/Partner
480-378-2777
info@sfplanners.com
Office Manager
480-284-6554
cassie@summitfinancialsolutions.com
Operations Manager
hannah@summitfinancialsolutions.com
Senior Client Service Specialist | SmartVestor PRO Coordinator
(480) 401-1271
Financial Advisor
828-231-4174
828-484-4920
jay@summitfinancialsolutions.com
Wealth Advisor
(480) 284-6554
jcooper@summitfinancialsolutions.com
Client Service Specialist
kelly@summitfinancialsolutions.com
480-878-6960
480-383-6880
dawn@summitfinancialsolutions.com
OSJ Designee, Manager Advisor Support
(480) 277-7761
mpananos@summitfinancialsolutions.com
480-401-1271
Wealth Manager
nmontoya@summitfinancialsolutions.com
Managing Director
sjames@summitfinancialsolutions.com
Special Projects
taylor@summitfinancialsolutions.com
tyler@summitfinancialsolutions.com
480-307-6422
vern@summitfinancialsolutions.com
venders@summitfinancialsolutions.com